True Wealth Design’s Manulife Financial MFC Stock Holding History

True Wealth Design’s Portfolio MFC Stock Details MFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.3K	Buy	429 +139	+48%	+$6.02K	﹤0.01%	863
2026 Q2	$11.7K	Hold	290	–	–	﹤0.01%	1010
2026 Q1	$10K	Buy	290 +148	+104%	+$5.33K	﹤0.01%	968
2025 Q4	$5.15K	Buy	142 +24	+20%	+$815	﹤0.01%	1075
2025 Q3	$3.68K	Buy	+118	New	+$3.64K	﹤0.01%	1206
2024 Q2	–	Sell	-38,000	Closed	-$950K	–	813
2024 Q1	$950K	Sell	38,000 -2,416	-6%	-$55.5K	0.24%	46
2023 Q4	$893K	Buy	+40,416	New	+$776K	0.25%	41

Other funds holding MFC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return

Value Partners Investments Winnipeg, Manitoba, Canada $1.44B AUM 16.68% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Canerector Inc Toronto, Ontario, Canada $218M AUM 27.41% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

True Wealth Design's MFC Position: Q3 2026 in Review

True Wealth Design increased its Manulife Financial (MFC) stake by 48% in Q3 2026, buying an estimated $6.02K and bringing the position to 429 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

True Wealth Design first reported a position in MFC in Q4 2023 and has held it in 7 quarters since. The position peaked at $950K in Q1 2024. 181 funds tracked by Wall St. Rank hold MFC as of Q3 2026.

True Wealth Design held 429 shares of Manulife Financial worth $18.3K as of Q3 2026.
True Wealth Design bought 139 Manulife Financial shares in Q3 2026, an estimated $6.02K.
Manulife Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #863 holding.
True Wealth Design first reported a position in Manulife Financial in Q4 2023 and has held it in 7 quarters since.
True Wealth Design's Manulife Financial position peaked at $950K in Q1 2024.
181 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.